CPA Licensed Tax Planning SpecialistVirtualVocations • Rochester, New York, United States
CPA Licensed Tax Planning Specialist
VirtualVocations • Rochester, New York, United States
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A company is looking for a Tax Planning Specialist.
Key Responsibilities
Review and optimize financial plans to maximize tax efficiency
Develop tailored tax strategies for high net worth clients
Consult with Wealth Advisors on complex tax matters and engage with clients on tax planning questions
Required Qualifications
CPA / CMA designation required (CFP or CFA is a valuable asset)
5+ years of experience in tax planning, wealth management, or financial advisory roles
Strong knowledge of Canadian tax law and financial planning strategies
Proven track record of implementing effective tax optimization strategies
Technology-minded with the ability to leverage digital tools to enhance client experience
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Planning Specialist • Rochester, New York, United States
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